Investor Details
| Filer Name: | WHALE ROCK CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1387322 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 38 |
| Portfolio Value: | $8.44B |
Whale Rock Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 3,494,020 | $767M | 9.08% | 21.6% | - |
| AVGO | US | BROADCOM INC | 2,563,881 | $594M | 7.04% | 25.7% | - |
| APP | US | APPLOVIN CORP-CLASS A | 1,796,826 | $582M | 6.89% | -39.4% | - |
| CLS | US | CELESTICA INC | 5,939,918 | $548M | 6.50% | -29.8% | - |
| META | US | META PLATFORMS INC-CLASS A | 817,752 | $479M | 5.67% | 9.7% | - |
| NVDA | US | NVIDIA CORP | 2,987,988 | $401M | 4.75% | -13.8% | - |
| DUOL | US | DUOLINGO | 1,179,755 | $383M | 4.53% | -13.8% | - |
| CRM | US | SALESFORCE INC | 826,614 | $276M | 3.27% | 264.5% | - |
| RBLX | US | ROBLOX CORP -CLASS A | 4,755,213 | $275M | 3.26% | 95.8% | - |
| GOOGL | US | ALPHABET INC-CL A | 1,430,638 | $271M | 3.21% | -40.3% | - |
| TOST | US | TOAST INC-CLASS A | 7,263,710 | $265M | 3.14% | -1.9% | - |
| CVNA | US | CARVANA CO | 1,214,679 | $247M | 2.93% | 29.8% | - |
| WIX | US | WIX.COM LTD | 1,071,565 | $230M | 2.72% | 55.1% | - |
| NU | US | NU HOLDINGS LTD/CAYMAN ISL-A | 22,084,794 | $229M | 2.71% | -1.9% | - |
| RDDT | US | REDDIT INC-CL A | 1,248,492 | $204M | 2.42% | 100.0% | - |
| SMTC | US | SEMTECH CORP | 3,266,202 | $202M | 2.39% | 364.2% | - |
| COHR | US | COHERENT CORP | 2,121,545 | $201M | 2.38% | -10.3% | - |
| FN | US | FABRINET | 839,777 | $185M | 2.19% | -1.9% | - |
| DKNG | US | DRAFTKINGS INC-CL A | 4,971,886 | $185M | 2.19% | 9.2% | - |
| TEAM | US | ATLASSIAN CORP-CL A | 702,369 | $171M | 2.03% | 100.0% | - |